SWESPCROISSQ.TO - SunWise Elite Port Ser Bal Growth
Toronto - Toronto Delayed Price. Currency in CAD
Overall Portfolio Composition (%)
Cash13.74%
Stocks62.71%
Bonds22.19%
Others0.36%
Preferred0.87%
Convertable0.10%
Sector Weightings (%)
SectorSWESPCROISSQ.TO
Basic Materials5.28%
Consumer Cyclical11.97%
Financial Services22.76%
Realestate2.67%
Consumer Defensive10.29%
Healthcare8.96%
Utilities2.09%
Communication Services2.13%
Energy8.28%
Industrials12.37%
Technology13.19%
Equity Holdings
AverageSWESPCROISSQ.TOCategory Average
Price/Earnings16.2917.5
Price/Book1.92.14
Price/Sales1.271.59
Price/Cashflow7.147.33
Median Market Cap23,931.6333,338.43
3 Year Earnings Growth11.638.2
Bond Holdings
AverageSWESPCROISSQ.TOCategory Average
MaturityN/AN/A
DurationN/AN/A
Credit QualityN/AN/A
Bond Ratings
SectorSWESPCROISSQ.TO
US Goverment0.00%
AAA5.77%
AA6.27%
A3.04%
BBB3.63%
BB2.45%
B1.59%
Below B0.40%
Others0.99%
Top 1 Holdings (99.52% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| CI Portfolio Series Balanced Growth | N/A | 99.52% |
